SWDRX Mutual Fund

NAV$18.37

AUM$1.0B

TER0.40%

Holdings22

SWDRX Mutual Fund

NAV$18.37

Schwab Target 2030 Fund

AUM$1.0B

TER0.40%

Holdings22

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Holdings Overlap Analysis

Compare SWDRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SWDRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SWDRX Mutual Fund Overlap Analysis

SWDRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SWDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, SWDRX may share significant positions with broad-market funds.

SWDRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SWDRX tax-loss harvesting finds highly correlated but non-identical funds.